Integrated Wealth Concepts LLC
Position in OXY — Occidental Petroleum Corp /De/
CIK 1737109
WALTHAM, MA
Position in OXY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,436,770
+$3,085,608 QoQ
Shares Held
68,258
+107.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in OXY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $49,009,199 across 21 Oil & Gas E&P names. OXY ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FANG |
Diamondback Energy, Inc.
|
74,612 | $14,757,507 | |
| 2 | COP |
Conocophillips
|
46,370 | $6,120,840 | |
| 3 | CHRD |
Chord Energy Corp
|
32,922 | $4,680,849 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
This page
|
68,258 | $4,436,770 | |
| 5 | TPL |
Texas Pacific Land Corp
|
8,337 | $3,956,406 | |
| 6 | DVN |
Devon Energy Corp/De
|
57,077 | $2,872,114 | |
| 7 | EOG |
Eog Resources Inc
|
13,351 | $1,930,154 | |
| 8 | APA |
APA Corp
|
45,241 | $1,920,028 |
All Filings in OXY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,436,770 | 68,258 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,351,162 | 32,859 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,804,618 | 59,357 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,546,352 | 60,613 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,809,669 | 56,922 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,585,230 | 52,322 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,687,553 | 52,145 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,394,102 | 53,849 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,707,679 | 57,050 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,745,943 | 45,988 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $3,418,073 | 52,683 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,672,460 | 45,450 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,529,538 | 40,518 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $974,014 | 15,463 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $980,926 | 15,963 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $847,930 | 14,401 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $792,998 | 13,976 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $888,630 | 30,653 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $552,169 | 18,667 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $231,679 | 7,409 | Shares | Other | 2021-08-13 | |
| 2020-12-31 | $207,893 | 12,010 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||